How does J. LOYD CAPITAL MANAGEMENT, LLC help clients – Key Takeaways:
J. LOYD CAPITAL MANAGEMENT, LLC is a professional financial management company that is dedicated to guiding clients towards financial success. With extensive knowledge and years of experience in the industry, J. LOYD CAPITAL MANAGEMENT, LLC serves as a trusted expert for individuals and businesses seeking financial advice and services.
Facts and Insights
J. LOYD CAPITAL MANAGEMENT, LLC is a registered investment advisor that offers personalized financial solutions for clients. They specialize in financial planning, investment management, and retirement planning.
The team at J. LOYD CAPITAL MANAGEMENT, LLC prides itself on providing transparent and unbiased advice, taking into account each client’s unique financial goals and circumstances. They believe in building long-term relationships with their clients and prioritize their clients’ best interests at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 10 years |
Financial Services Offered
J. LOYD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
J. LOYD CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small businesses. They are committed to providing personalized services to meet the specific needs of each client.
Fees & Compensation
J. LOYD CAPITAL MANAGEMENT, LLC operates on a fee-only compensation structure, meaning they do not receive commissions for recommending or selling products to clients. This ensures that their advice is always unbiased and in the best interest of their clients.
Their fees are based on a percentage of assets under management, with rates varying depending on the types and complexity of services provided.
Background
J. LOYD CAPITAL MANAGEMENT, LLC was founded by John Loyd, a certified financial planner with over 20 years of experience in the financial industry. John has extensive knowledge and expertise in a wide range of financial areas, including tax planning, retirement planning, and investment management.
The team at J. LOYD CAPITAL MANAGEMENT, LLC also consists of experienced and qualified financial advisors who work together to provide clients with the best financial solutions.
Financial Advisor Disclosures to Know
J. LOYD CAPITAL MANAGEMENT, LLC is committed to transparency and providing clients with all the necessary information regarding their services. As a registered investment advisor, they are legally required to disclose any potential conflicts of interest or disciplinary actions taken against them.
Clients can access this information by requesting the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC) on an annual basis.
In conclusion, J. LOYD CAPITAL MANAGEMENT, LLC is a reputable financial management company that provides personalized and unbiased services to clients. With their expertise and dedication to their clients’ success, they have established themselves as a trusted financial expert in the industry.